what
we do
for you

Focusing on Real Financial Life Planning

Helping people understand why they want to go someplace is one of the most important and valuable things we can do in our role as Real Financial Professionals.

We don't have a Pitch or a Pitchbook.

Instead, what you get with us in the first meeting is a Real Financial Life Conversation that will end up in your Statement of Financial Purpose. This document (Statement of Financial Purpose) serves as your "WHY" of where we are going.

Have you ever been asked by your advisor—the person you are paying to manage your money— what your money is being managed for? Have you ever asked other people with an advisor (that isn’t you!) if their advisor—the person they are paying to manage their money — has asked them, what that money is being managed for? Really managed for? It would be somehow reckless not to.

We have asked thousands of corporate executives, entrepreneurs, surgeons, retirees and celebrities this question. The answer was almost universally, “No…No one has ever asked me this. I had never thought of it that way.”

Very few people have taken the time to get really clear on why their money is invested the way it is. Very few people have taken the time to understand how they interact with that money, the role money plays in their lives, and how their investments support this.